Private Clients & Individuals

May 13, 2022

Five techniques to avoid probate with estate planning
Five techniques to avoid probate with estate planning
By Alan Pecora|Categories: Article, Private Clients & Individuals|3.9 min read|
March 29, 2022

How a Spendthrift Trust Helps Protect Assets
How a Spendthrift Trust Helps Protect Assets
By Alan Pecora|Categories: Article, Private Clients & Individuals|4 min read|
June 26, 2020

Understanding PFICs and Their Tax Implications
Understanding PFICs and Their Tax Implications
By Debbie Conley Jordan|Categories: Article, Private Clients & Individuals, Tax|2.5 min read|
May 21, 2020

Received a Gift from Abroad? IRS Rules & Form 3520 Guide
Received a Gift from Abroad? IRS Rules & Form 3520 Guide
By Debbie Conley Jordan|Categories: Article, Private Clients & Individuals, Tax|2.3 min read|
October 1, 2019

Do I Need a Will?
Do I Need a Will?
By Insero|Categories: Video, Private Clients & Individuals|0.3 min read|
August 28, 2018

Now is a Great Time to Revisit Your Will
Now is a Great Time to Revisit Your Will
By Alan Pecora|Categories: Article, Private Clients & Individuals|1.8 min read|
October 20, 2015

Estate Planning Tip: Taxable on Death Accounts
Estate Planning Tip: Taxable on Death Accounts
By Alan Pecora|Categories: Article, Private Clients & Individuals|0.6 min read|
May 21, 2014

Estate Planning Tip: Grantor Trust Information Reporting Requirements
Estate Planning Tip: Grantor Trust Information Reporting Requirements
By Alan Pecora|Categories: Article, Private Clients & Individuals|0.9 min read|
February 12, 2014

Tax Time is a Good Time to Talk Finances with Your Spouse
Tax Time is a Good Time to Talk Finances with Your Spouse
By Alan Pecora|Categories: Article, Private Clients & Individuals|1.6 min read|
January 23, 2014

Estate Planning Tip: Naming Your Spouse as Trustee
Estate Planning Tip: Naming Your Spouse as Trustee
By Alan Pecora|Categories: Article, Private Clients & Individuals|0.8 min read|

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